The six steps of our Financial Planning Process are:

1) Gathering your financial data - such as details of your income, expenses, assets and liabilities.

2) Identifying your financial and lifestyle objectives.

3) Identifying any financial issues - or deficiencies between where you are now financially and where you want to be.

4) Preparing your financial plan (Statement of Advice) - which will outline strategies to achieve your financial and lifestyle goals.

5) Implementing your financial plan.

6) Reviewing and revising your plan - to ensure it stays up-to-date and relevant to the economic climate and your changing lifestyle.

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